TDI Podcast: Masterminding (#937)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 7 September 2025
⏱️ 60 minutes
🧾️ Download transcript
Summary
We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values – are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Agentic AI – something to look into…
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.0 | And here's a question for you. |
| 0:04.8 | Will December 2025 CME E Mini S&P Index Futures settle above 6,200 on September 30th, 2025? |
| 0:17.0 | Well, the yes forecast contract recently traded at 80% and the no was at 17%. |
| 0:22.6 | With interactive brokers forecast contracts, you can trade on future events like climate change, the economy or even politics. |
| 0:30.4 | You choose yes or no. And if you're right, you get paid. It's that simple. |
| 0:35.1 | Explore the data, spot the trends, and make your prediction for December 2025. |
| 0:41.1 | Trade forecast contracts and interactive brokers and earn a dollar for every correct prediction. |
| 0:45.1 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:52.8 | And you'll get $3 when you start trading forecast |
| 0:56.0 | contracts. Now, forecast contracts are not suitable for all investors. Go to IBKR.com slash |
| 1:03.7 | forecast and start predicting today. The last date trading for this contract is September 30th. |
| 1:11.6 | The disciplined investor is all about you, your money, and the markets. |
| 1:16.4 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:22.1 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:26.6 | If you're looking for a portfolio manager, look no further. |
| 1:30.5 | Horowitz and Company, from seed through harvest, cultivating financial success. |
| 1:41.0 | Big Tech on the move again. |
| 1:43.7 | Economic reports show some mixed reports. |
| 1:46.7 | And we're challenging the highs again. |
| 1:50.7 | Our guest today is Frank Curzio from Curzio Research. |
| 1:55.1 | All this and much more on episode number 937 of the Disciplined Investor podcast. |
... |
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